HomeMy WebLinkAbout06-16-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AF' (08-15)
PO box 280601
HARRISBURG PA 17128-0601
DATE 06-16-2014
ESTATE OF FARNER MELVIN W
DATE OF DEATH 03-20-2013
FILE NUMBER 21 13-0347
COUNTY CUMBERLAND
REINHART CPA DAVID S ACN 101
SMOKER SMITH ASSOC APPEAL DATE: 08-15-2014
339 W GOVERNOR RD (See reverse side under Objections)
HERSHEY PA 17033-2098 Amount Remitted' ___1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _--- —D RETAIN LOWER PORTION FOR YOUR RECORDS f—
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REV-1547 EX AFP COS-137 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FARNER MELVIN WFILE NO. :21 13-0347 ACN: 101 DATE: 06.16-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED L ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 220,256. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 510,825.05 credit to your account.
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 7,464.21
6. Jointly Owned Property (Schedule F) (6) 64,762.06
7. Transfers (Schedule G) C7) 139,808.00
B. Total Assets (8) 943, 115.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 45.548.31
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,732.45
11. Total Deductions (11) 51,280.76
12. Net Value of Tax Return (12) 891,834.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1„o . 00
14. Not Value of Estate Subject to Tax X14)
�91,834D 56
:E--
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17 l and/qr- 19ro
wig
I
reflect figures that include the total of all returns assess e4 to data - y :-1
ASSESSMENT OF TAX: , ( c) °a `3
A
15. Amount of Line 14 at spousal rate (15) .00 X �00_ t= mS Fi 00
16. Amount of Line 14 taxable at lineal rate (16) R91 .R34-F:6 X .045 .='- 40,132-a56
17. Amount of Line 14 at sibling rate (17) .OD X '12)
18. Amount of Line 14 taxable at collateral rate (18) .00 -00
19. Principal Tax Due (#9}= t--�(
TAX CREDITS: CD
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID CT7
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2 UT-3- CD017713 1,578.95 30,000.00
12-18-2013 CDO18543 .00 8,553.66
TOTAL TAX PAYMENT 40,132.61
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE . 05CR
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.